Messaging
Connect email, SMS and WhatsApp, write templates, run campaigns, and track delivery, limits and unsubscribes.
9 articles
Articles
- Email, SMS and WhatsApp messaging in Leadnote See how Leadnote sends email, SMS and WhatsApp messages to leads, which sender is used, who can use messaging and where to check what was sent. 4 min read
- Set up email sending from your own address in Leadnote Connect Gmail, Office 365, Zoho, Yahoo or any SMTP mailbox, or a paid email service, so campaigns and bulk emails go out from your own address. 5 min read
- Set up SMS sending with Textlocal, Twilio or eBulkSMS Connect an SMS provider in Leadnote, send a test text, understand the 700 character limit and country codes, and turn on delivery reports. 4 min read
- Set up WhatsApp messaging with Interakt or Cloud API Connect WhatsApp to Leadnote through Interakt or the WhatsApp Cloud API, send a test message and learn how the 24 hour rule affects your campaigns. 5 min read
- Message templates and placeholders in Leadnote Create email, SMS and WhatsApp templates and personalise them with placeholders. Includes the full list of placeholder tokens Leadnote fills in. 4 min read
- How to create and send an email, SMS or WhatsApp campaign Step by step guide to Leadnote campaigns. Pick an audience, choose the channel, write the message, send a test, schedule it and read the results. 4 min read
- Choose who receives a campaign with audience filters Learn every audience filter in Leadnote campaigns, how the live preview counts recipients, and which leads are always left out of a send. 4 min read
- Sending limits, unsubscribes and the suppression list Understand Leadnote daily and monthly sending limits, how unsubscribe links work, and how to manage bounced, unsubscribed or blocked addresses. 5 min read
- Delivery status and the message log in Leadnote Find every email, SMS and WhatsApp message Leadnote sent, understand statuses like Sent, Delivered and Failed, and retry or cancel a message. 4 min read
Browse by topic
- Getting started Create your Leadnote account, find your way around, set up your organisation, use Leadnote AI and bring in your first leads. 10 articles
- Sales and invoicing Set up your product catalogue, then send quotes, take sales orders, issue invoices with GST or other taxes and record payments. 13 articles
- Leads Add, find, qualify, assign, import, export and clean up leads and customers in Leadnote. 18 articles
- Team and permissions Add users, choose roles, organise teams, control who sees which leads and hand out new leads fairly. 9 articles
- Follow-ups and tasks Schedule follow-ups, get reminded, clear overdue work, plan with the calendar and manage to-dos so no lead goes quiet. 10 articles
- Integrations Bring leads in from forms, portals, IndiaMART and other tools, and send data out through the API, webhooks, Zapier and exports. 10 articles
- Lists and lead capture Organise leads into lists, then fill them automatically with forms, landing pages, QR codes, business cards and contact imports. 15 articles
- Mobile app Use Leadnote on your Android phone: sign in, sync, work offline, add leads, check in at visits, get reminders and manage app permissions. 13 articles
- Reports Read the dashboard, activity and team reports, analyse your leads, and export or print the results. 8 articles
- Settings and billing Set up your organisation, lead stages, sources, tags and custom fields, working hours, and manage your plan, payments and invoices. 9 articles
- Security and privacy Protect your Leadnote account with two-factor authentication, manage sessions and passwords, read the audit log, export your data and understand how deletion works. 9 articles
- Troubleshooting Symptom-first fixes for sign-in problems, missing emails, mobile sync, imports, duplicates, permissions, messages, lead capture, plans and support. 10 articles